Anna Ponte
Binangonan,Rizal
Summary
Detail-oriented finance operations and sales support professional with expertise in business financing, underwriting, and lead management. Manages a high volume of applications and leads while coordinating client and lender interactions. Adapts to fast-paced environments and effectively guides files through all stages of review and funding. Committed to enhancing team productivity and achieving organizational objectives.
Overview
9
9
years of professional experience
Work History
Underwriting & Financing Operations
ALLSTATE FUND PROS LLC
07.2022 - Current
- Review and process business financing applications, verify completeness, identify missing documents, and prepare files for underwriting and lender review.
- Track documentation including business bank statements, current MTD statements, driver's license, voided check, EIN, good standing, and other underwriting requirements.
- Coordinated files through pre-qualification, application/document collection, underwriting, approval, contract, bank verification, final review, and funding to ensure seamless processing.
- Scrub bank statements for deposits, true revenue, negative days, NSFs/overdrafts, recurring lender payments, existing positions, defaults/judgments, and other risk indicators.
- Facilitated communication with clients, lenders, and ISO partners to coordinate documentation and deal progress.
- Assisted with lender and ISO onboarding, follow-up, partner communication, and file coordination.
- Supervised and trained teams to enhance performance and ensure effective lead management.
- Supervise and support teams of up to 20 agents by assigning leads, monitoring activity, coordinating follow-up, and reinforcing daily workflow expectations.
- Help agents with lead qualification, CRM usage, outreach, documentation follow-up, and financing-process questions.
- Provided back office administrative support for underwriting and sales operations in a remote setting.
- Managed and distributed 3,000+ leads monthly, assigned prospects to agents, updated records, and maintained accurate CRM notes, tags, and workflows to enhance lead tracking.
- Oversaw lead management and CRM operations to ensure efficient prospect tracking and follow-up.
- Manage campaign audiences of 2,500+ leads and execute daily AM/PM SMS and email outreach, follow-ups, and re-engagement campaigns.
- Use Spark CRM, GoHighLevel, MCA Pilot, and related systems to track lead status, documentation, communication, and sales activity.
- Conduct outbound cold calls to business owners and prospects to introduce financing options, identify capital needs, and qualify potential opportunities.
- Conducted cold calling and outbound sales to generate leads and promote financing options.
- Handle initial objections, explain next steps, follow up with prospects, and move qualified leads toward applications and required documentation.
- Combine cold calling with SMS, email, and CRM follow-up to maintain consistent prospect engagement and improve lead conversion opportunities.
- Track activity expectations including high-volume daily calls and SMS outreach while maintaining organized notes and status updates.
- Remote / New York-based financing company
Business Owner
AKO SI ANNA'S MERCH
01.2019 - 01.2023
- Oversaw daily operations at AKO SI ANNA'S MERCH, ensuring smooth sales and customer service processes.
- Managed daily operations, enhancing customer service and driving sales through effective order processing, inventory management, supplier coordination, and administrative recordkeeping.
- Handled customer inquiries and order follow-up, engaging in social media activity and basic marketing to foster sales and encourage repeat business.
- Managed inventory, stock ordering, and product display for merchandise availability.
- Handled supplier coordination, pricing updates, and order tracking.
Office Clerk
MOUNTAINVILLE ESTATE HOMEOWNERS ASSOCIATION
01.2018 - 01.2020
- Coordinated clerical and administrative support, ensuring accurate data entry, efficient document filing, and reliable records maintenance to enhance office operations.
- Streamlined office record organization and facilitated daily administrative workflows to support operational efficiency.
- Processed incoming mail, payments, and correspondence for association operations
- Organized and maintained homeowner records in the association office. and account files for homeowners association office
- Responded to resident calls to address inquiries and concerns. and routed questions about dues, rules, and services
Education
Bachelor of Science - Hotel and Restaurant Management
University of Manila
Manila, Philippines09-2009
High School Diploma -
Manggahan High School
Pasig City, Philippines04-2007
Skills
- Underwriting Support
- Working Capital
- Risk Assessment
- Financial Document Review
- Bank Statement Analysis
- Deal analysis
- Business Financing
- Merchant cash advance
- Lines of Credit
- SBA
- DSCR
- SBA 7(a)
- DSCR Loans
- Debt Management
- Invoice Factoring
- ABL
- HELOC
- Application Review
- Asset-Based Lending
- Receivable financing
- Real estate refinancing
- Equipment Financing
- Term Loans
- Client Acquisition
- Hard Money
- Credit Analysis
- Lender/ISO Relations
- Client Communication
- Client Outreach
- Prospecting
- Lead Management
- Client Retention
- CRM Optimization
- Client Communication
- Team Supervision
- Team Development
- Documentation Coordination
- Operational Support
- Process Coordination
- Operations Coordination
- Digital Marketing
- Marketing Strategy
- Data Management
- Google Workspace
- Broker relations
- Hard Money
- Credit Analysis
- Broker relations
Personal Information
- Title: Underwriting | Sales Operations | Lead Generation | Administrative Support
- Availability: Available for remote administrative, underwriting, loan processing, sales operations, customer support, CRM, and finance-related roles.
SELECTED ACHIEVEMENTS
- Process and review 200+ business financing applications per month and scrub 20+ applications per day.
- Manage daily AM/PM SMS and email campaigns reaching 2,500+ leads and distribute 3,000+ leads to agents monthly.
- Supported and supervised sales teams of up to 20 agents, including activity tracking, lead assignment, follow-up, and workflow coordination.
- Onboarded and maintained relationships with 20+ lending partners and ISO/lender contacts.
- Perform bank-statement and deal analysis covering deposits, true revenue, negative days, NSFs/overdrafts, existing positions, lender payments, and documentation gaps.
ADDITIONAL INFORMATION
Available for remote administrative, underwriting, loan processing, sales operations, customer support, CRM, and finance-related roles. Strong experience working in fast-paced, high-volume environments requiring accuracy, follow-through, and cross-functional coordination.
Timeline
Underwriting & Financing Operations
ALLSTATE FUND PROS LLC
07.2022 - Current
Business Owner
AKO SI ANNA'S MERCH
01.2019 - 01.2023
Office Clerk
MOUNTAINVILLE ESTATE HOMEOWNERS ASSOCIATION
01.2018 - 01.2020
Bachelor of Science - Hotel and Restaurant Management
University of Manila
High School Diploma -
Manggahan High School